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iShares 0-5 Year TIPS Bond ETF
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Overview Fund Activity

65 hedge funds and large institutions have $168M invested in iShares 0-5 Year TIPS Bond ETF in 2014 Q3 according to their latest regulatory filings, with 9 funds opening new positions, 21 increasing their positions, 25 reducing their positions, and 9 closing their positions.

Holders
65
Holders Change
–
Holders Change %
0%
% of All Funds
1.89%
Holding in Top 10
1
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-66.67%
% of All Funds
0.03%
New
9
Increased
21
Reduced
25
Closed
9
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
PWAG
1
Polaris Wealth Advisory Group
California
$7.99M
2
PCA
2
Personal Capital Advisors
California
$9.5M
3
Jane Street
3
Jane Street
New York
$3.06M
4
UCFA
4
United Capital Financial Advisors
Texas
$1.51M
5
Bank of America
5
Bank of America
North Carolina
$17.6M

Top Sellers

1
MWM
1
Modera Wealth Management
New Jersey
$2.39M
2
U
2
UBS
Switzerland
$13.5M
3
CS
3
Comerica Securities
Michigan
$0
4
TFA
4
Transamerica Financial Advisors
Florida
$1K
5
Susquehanna International Group
5
Susquehanna International Group
Pennsylvania
$2.27M
Name Market Value Shares Shares
Change 		Shares
Change %
CHFS
51
Cobble Hill Financial Services
New Jersey
$201K 2,000 – –
GIA
52
Granite Investment Advisors
New Hampshire
$201K 2,000 – –
Ameriprise
53
Ameriprise
Minnesota
$173K 1,718 -76 -4%
CLOS
54
Compagnie Lombard Odier SCmA
Switzerland
$158K 1,574 +970 +161%
LTFS
55
Ladenburg Thalmann Financial Services
Florida
$94K 937 -102 -10%
RIA
56
Regal Investment Advisors
Michigan
$78K 777 -186 -19%
WA
57
WFG Advisors
Texas
$74K 740 +252 +52%
M
58
MOTCO
Texas
$55K 550 – –
BFEC
59
Benjamin F. Edwards & Company
Missouri
$31K 310 – –
Creative Planning
60
Creative Planning
Kansas
$31K 310 +63 +26%
Deutsche Bank
61
Deutsche Bank
Germany
$30K 300 – –
ACM
62
Antonetti Capital Management
Florida
$27K 273 – –
NFG
63
Next Financial Group
Texas
$20K 200 +200 New
SFPM
64
Sensible Financial Planning & Management
Massachusetts
$16K 158 +158 New
NC
65
NewSquare Capital
Pennsylvania
$5K 45 +45 New
TFA
66
Transamerica Financial Advisors
Florida
$1K 1 -2,442 -100%
Citigroup
67
Citigroup
New York
$1K 10 – –
CS
68
Comerica Securities
Michigan
– – -24,135 Closed
VKH
69
Virtu KCG Holdings
New York
– – -16,122 Closed
AUIM
70
Aegon USA Investment Management
Iowa
– – -6,342 Closed
VFS
71
VSR Financial Services
Kansas
– – -3,077 Closed
FTIOP
72
Fiduciary Trust International of Pennsylvania
Pennsylvania
– – -2,160 Closed
PAS
73
Partnervest Advisory Services
California
– – -812 Closed
FIG
74
Fusion Investment Group
Pennsylvania
– – -390 Closed
MFS
75
MSI Financial Services
Massachusetts
– – -146 Closed
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